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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $71,846 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL-RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $12,383 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,858 | $72,303-6.1% | $86,698-21.7% | $64,819+4.7% |
| Participation rate | 71.0% | 80.4%-9.4pp | 76.6%-5.5pp | 71.5%-0.4pp |
| Annual return | 19.91% | 392.77%-372.9pp | 35.95%-16.0pp | 32.84%-12.9pp |
| Employer contribution / active EE | $1,218 | $2,393-49.1% | $2,837-57.0% | $2,507-51.4% |
| Participant deferral / active EE | $2,013 | $4,660-56.8% | $4,656-56.8% | $4,311-53.3% |
| Admin fee / account holder | $176 | $174+1.1% | $7,493-97.7% | $188-6.3% |